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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,159 | $60,454+50.8% | $81,844+11.4% | $74,459+22.4% |
| Participation rate | 53.4% | 63.0%-9.6pp | 72.4%-19.0pp | 67.2%-13.8pp |
| Annual return | 8.73% | 16.87%-8.1pp | 778.87%-770.1pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $524 | $2,630-80.1% | $2,916-82.0% | $2,626-80.0% |
| Participant deferral / active EE | $3,443 | $3,398+1.3% | $4,323-20.4% | $4,350-20.8% |
| Admin fee / account holder | $6,182 | $1,490+314.8% | $7,355-15.9% | $1,945+217.9% |